So you seem to be saying it would be good for Twitter investors to subcontract out a core function of the company. Avoiding any hint of owning your core competencies always appeals to investors
/s
TWTR needs to own their core tech. Subcontracting out technology is a very poor business plan.
TWTR needs to buy another AI platform. This will help avoid lawsuits by shareholders at a minimum.
The only winner coming out of this mess will be Jack. Jack successfully gets EM to do what Jack wants. This is not in the interest of Tesla shareholders, Tesla employees or EM IMO.
So one problem is people (possibly out of ignorance) keep conflating hardware and software.
Dojo is
hardware
It's specialized to be especially fast at running certain software operations---in particular ones that are most useful for training certain types of neural networks... but someone has to give it that software to execute.
Currently this type of software is run on large GPU clusters (it's what Tesla themselves is using). Elon has stated that Dojos success is currently unknown, but will be measured by how it performs
versus such GPU clusters
Tesla plans to run software on it they create, with the idea it'll run better/faster/etc on the custom hardware.
They have also said they might offer time on
the hardware to others.
Who would have to bring their own- different- software.
And depending on how that software works, it might run better
or worse than running on a giant GPU cluster....because the things it's doing may or may not be ideal for the specialized HW that is Dojo.
It's not like there's gonna be programmers at Tesla designing algorithms to read, understand, and act on tweets.
Those folks would be at twitter.
And a Dojo cluster
might be an available option for them to rent time on to run their own software. Just as Amazon, Google, and others offer such clusters
today for millions of companies to run their software on.